How do I create an asset inventory in Texas?

An asset inventory should list real estate, bank accounts, retirement accounts, investment accounts, business interests, life insurance, personal property, debts, digital assets, and important documents. This helps an estate planning attorney understand what you own, what needs protection, and how your assets should pass to your loved ones.

What is a transfer on death deed in Texas?

A transfer on death deed allows certain real estate to pass to a named beneficiary after death without going through probate for that property. It must be prepared, signed, and recorded correctly to be effective.

Can I avoid probate in Texas?

Some estate planning tools may help avoid or reduce probate, including trusts, beneficiary designations, transfer on death deeds, payable on death accounts, and careful asset titling. The best approach depends on your assets, family structure, and planning goals.

Estate Planning, Wills & Trusts

Q: What is probate in Texas?

Probate is the legal process used to identify assets, validate a will when one exists, appoint someone to administer the estate, pay debts, and distribute property to heirs or beneficiaries. A strong estate plan can make probate easier or help avoid unnecessary court involvement.

Q: Who would take care of my children if something happened to me?

Parents can name preferred guardians for minor children in estate planning documents. While a court ultimately reviews guardianship decisions, written nominations provide important guidance and help reduce uncertainty for family members.

Q: Can I disinherit someone from my will?

In many situations, a person can disinherit someone through a properly drafted estate plan. Because disinheritance can lead to conflict or litigation, clear drafting and coordinated planning are important, especially in blended families or high-value estates.

Estate Planning in Dallas: Protect Your Family, Your Wealth, and Your Legacy

Wills, Trusts, and Powers of Attorney

Your will and trusts keep your legacy protected and your assets out of probate court.

Asset Protection, Wealth Preservation & Legacy

Shield your assets, preserve your wealth, and plan gift and estate taxes for the next generation.

Clear Beneficiaries, Less Probate Litigation

Document your wishes with clear beneficiary designations to limit family disputes later.

You've worked hard, and with proper estate planning, you can preserve your assets for your children and grandchildren.

Estate Planning is not just for the elderly or the rich. When we say estate plan, we are referring to your last will and testament and ancillary documents.

Your will is the document that says, for example, "I want my husband to collect all of my assets, and I want my assets distributed to my husband and children upon my death". Your ancillary documents state who will speak and act on your behalf in the event you become incapacitated. Our will package encompasses all of these documents.

We start with the foundation and prepare estate plans for our clients to obtain their goals and objectives ranging from tax planning by minimizing the estate/inheritance tax, gift tax and generation skipping transfer tax, to asset protection by preserving and transferring wealth to their family members.

We can help our clients write their will, create ancillary documents, form a trust, and help them find the most effective way to protect their assets. We also advise our clients on business succession planning, as well as entity formation for family owned businesses, which may include Family Limited Partnerships and LLC formation.

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Estate Planning FAQs

How to Create an Asset Inventory in Texas?

Protect your legacy—start with an asset inventory. 📝💼

What is Probate in Texas?

If your loved one has recently passed away, you have some time before you need to begin the probate process in Texas.

What is a Transfer of Deed on Death?

Who Would Take Care of My Children if Something Happened to Me?

Can You Avoid Probate in Texas?

Can I Disinherit Someone from my Will?

Estate Planning Services in Dallas

Estate Planning Documents

Wills & Will Packages — foundational wills and complete will packages for Texas families. - Do I really need a will in Texas?
Trusts & Living Trusts — revocable living trusts, irrevocable trusts, and special-needs trusts. - Do I need a trust or just a will?
Estate Tax Planning — minimize federal estate, gift, and generation-skipping transfer taxes. - Will my estate owe state, federal estate or gift tax?

Probate & Estate Administration

Probate Attorney Dallas — guiding families through the Texas probate process.- What do I do after my loved one dies?
Probate of a Will — validating a will and carrying out its instructions. - I have a will, and now what do I do?
Probate Without a Will — intestate probate under the Texas Estates Code. - They didn’t leave a will, so what happens now?
Estate Administration — inventory, debts, taxes, and distribution of an estate. - How do I carry out my loved one's final wishes?
Determination of Heirship — establishing legal heirs and clearing title. - Who inherits when property ownership is unclear?
Small Estate Affidavit — avoiding full probate for qualifying small estates. - Do I have a small estate?
Guardianship Attorney Dallas — adult and minor guardianships. - How do I get guardianship of a loved one in Dallas?

Trust, Estate & Fiduciary Litigation

Will Contest Attorney Dallas — will contests for undue influence, capacity, and more. - How do I fight or contest a will in Texas?
Trust Litigation — breach of fiduciary duty, accounting, and beneficiary disputes. - What can I do if a trustee mismanages a trust?
Fiduciary Litigation — holding executors, trustees, and guardians accountable. - How do I hold an executor or trustee accountable for a breach of duty?
Probate Litigation — will contests, heirship, and executor disputes. - What disputes can come up during probate?
Guardianship Contests — contesting or defending guardianship arrangements. - Can I contest a guardianship in Texas?

Estate Planning, Wills & Trusts

Estate Planning in Dallas: Protect Your Family, Your Wealth, and Your Legacy

You've worked hard, and with proper estate planning, you can preserve your assets for your children and grandchildren.